Recording Core Charges

When you sell replacement parts to customers, you can record the core charges that the vendors assessed when you bought the items. When customers take parts off site and perform installations themselves, you can also pass core charges of your own on to them. If the customers return the original cores, these charges can then be refunded.

To record core charges

1. If you haven’t done so already, start a work order for the customer. For more information, see Creating a Regular Work Order.

2. Add the replacement part to the work order, and define the quantity.

Note: If you entered the item’s core cost when it was received or manually defined it in Inventory Maintenance, the Add Cores screen will appear with the core cost information.

3. If one of your technicians will install the part, enter the core charge issued by the vendor. If the customer will install the part instead, go to step 4.

a. Do one of the following to define the core charge amount:

Note: If the Add Cores screen appeared in step 2, go to step 3 b.

Type the amount of the core charge in the Core Return field for the replacement item, and press Enter. The Add Cores screen appears.
Click Cores. When the Add Cores screen appears, type the amount of the core charge in the Vendor Core Charge field.

Note: The vendor core charge is not included on the customer’s invoice. This value is used by the Core Manager to track the credit you’ll receive when the vendor collects the core from you.

b. Click Vendor and look up the name of the supplier who sold you the item.

Note: You can disregard the entry in the Customer Core Charge field.

c. Update the reference number and note, if needed.

d. Click OK.

4. If the customer will install the part off site, collect a core charge of your own. If the part is being installed at your shop, go back to step 3.

a. Do one of the following to define the core charge you’re assessing:

Note: If the Add Cores screen appeared in step 2, then go to step 4 b.

Type the amount of the core charge you want to collect from the customer in the Core Return field, and press Enter. The Add Cores screen appears with both the vendor and customer core charge fields filled in. You can disregard the amount of the vendor core charge.
Click Cores. When the Add Cores screen appears, type the amount of the core charge you want to pass on to the customer in the Customer Core Charge field. You can disregard the amount of the vendor core charge.

b. Select the Add Core Line to POS check box.

c. Click OK. A core charge is added to the customer’s work order.

5. Add additional items to the work order, as needed, and complete the invoice as usual. For more information, see Completing an Invoice.